Sales Support

Time left to apply: End Date: September 30, 2025 (30+ days left to apply)

About the Business

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years. Today, it is one of the UK's largest wealth management firms, offering expert discretionary investment management and financial advice. The firm provides highly personalized wealth management services to private clients, charities, trustees, and professional partners with straightforward or complex financial needs. Quilter Cheviot has a presence throughout the UK, Ireland, Dubai, and the Channel Islands.

Quilter plc is a leading wealth management business overseeing £119.6 billion in customer investments (as at 31 March 2025). It offers financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. If you want to shape the future of our business, bring new ideas, and challenge, now is a great time to join us.

About the Role

This is an excellent opportunity to join a growing, motivated distribution team supporting the Northern Sales Director and Northern Business Development Management (BDM) Team. It is ideal for a candidate eager to learn and interested in career growth within sales. The position can lead to becoming a fully qualified Business Development Manager, with industry qualifications required if not already held.

Level: Sales Support - Level 3

Department: Quilter Cheviot Distribution

Location: Flexible: Birmingham, Leeds, London

Contract: Permanent

Reporting to the Northern Sales Director, the role involves supporting the Northern BDM team with various sales activities, including:

• Supporting new business opportunities pre- and post-sale
• Regular updates and meetings with the Sales Director
• Understanding company products and services
• Developing communication materials for advisers
• Building and maintaining adviser panels
• Coordinating with central functions for materials and messaging
• Managing FE licence access and supporting adviser registration
• Participating in team meetings and research activities
• Supporting adviser events and content management
• Building relationships with advisers and supporting CRM processes
• Collaborating across departments
• Developing a sales support plan with the Sales Director
• Working towards achieving a Level 4 Diploma in industry qualifications

About You

We value diversity and promote inclusivity, ensuring equal opportunities based on skills, qualifications, and potential. We celebrate diverse contributions and foster a respectful environment.

Our Values include:

• Do the right thing: Acting with integrity and going above and beyond for clients and communities.
• Always curious: Seeking new ideas and knowledge to better serve clients.
• Embrace challenge: Aiming high and transforming potential into outcomes.
• Stronger together: Collaborating, supporting, and valuing diverse talents.

Core Benefits include:

• 26 days holiday (182 hours)
• Participation in incentive schemes
• Non-contributory pension scheme
• Private medical insurance
• Life assurance (4x salary)
• Income protection (75% of salary)
• Healthcare cash plan (Jersey employees only)
• Flexible benefits options

Additional Information

We encourage flexible working arrangements and are committed to fair and respectful recruitment practices. Contact us for accommodations or further questions.